⁠Stock Analysis Compilation
Rogue Funds on HAYPP Group $HAYP SS

Thesis: HAYPP Group's market-leading position and rapid growth in new markets position it for substantial profitability and expansion, making it a top investment

(Extract from their Q2 letter) https://t.co/XpyalVGJ0N
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⁠Finding Compounders
Aswath Damodaran on the shortfalls of ROIC

Source: @MT_Capital1 https://t.co/fycdjbJdvS
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⁠Invest In Assets 📈
+1 Billion people globally are obese

Obesity has doubled since 1990 for adults

Companies like Novo Nordisk and Eli Lilly benefit from this unfortunate trend

Is weight loss drugs the answer? https://t.co/IrOhRnyLDk
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⁠Hidden Value Gems
RT @HiddenValueGems: A few good long-term charts by @WhitneyTilson on Nike $NKE
Trading at 19.5x trailing earnings. https://t.co/dE6ht5vO7X

I think $NKE is one of those investment opportunities today. Not cheap in absolute terms (22x PE), but this is on a cyclically low earnings and it is below historical avg PE of 25. https://t.co/YS3FZ1flPt - Hidden Value Gems
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⁠Librarian Capital
Don't "buy the dip"?

We tweeted about 20-30% declines in 3 UK "quality" stocks in Feb-22

In each case the share price has fallen further

$CRDA: then 7,002p, now 3,835p (down another 45%)
$SPX: then 11,543p, now 7,780p (another 33%)
$RMV: then 611.6p, now 536.6p (another 12%)

@MLCapMan This paragraph seems important too - UK market's been helped by mix, with banks, resources, tobacco, etc.

"Quality" UK stocks held by Fundsmith, etc., hammered as much as, if not more, than non-UK ones YTD:

Croda $CRDA -29% YTD
Spirax-Sarco $SPX -28% YTD
Rightmove $RMV -23% YTD https://t.co/lMci4cCh4N - Librarian Capital
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⁠Invest In Assets 📈
Early in my investing career, I made many painful mistakes:

• FOMO
• Overtrading
• Chasing stocks
• Short-term focus
• Buying value traps
• Buying stocks before earnings

Pain + reflection = progress
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⁠Dimitry Nakhla | Babylon Capital®
$EW trades near its lowest valuation in a decade, is it a buy?

Here are the EPS estimates from 2024 - 2026:

2024E: $2.75 (9.6% YoY) *FY Dec
2025E: $2.99 (8.6% YoY)
2026E: $3.36 (12.5% YoY)

$EW has an excellent track record of meeting analyst estimates ~2 years out, so let’s assume $EW ends 2026 with $3.36 in EPS & see its CAGR potential assuming different multiples

26x P/E: $87.36💵 … ~13.0% CAGR

25x P/E: $84.00💵 … ~11.2% CAGR

24x P/E: $80.64💵 … ~9.3% CAGR

23x P/E: $77.26💵 … ~7.4% CAGR

#stocks #investing
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